Yields have been declining since then. Commodity sensitive stocks have performed poorly since then. The dollar has strengthened since then. The economy (orders, industrial production, inventories) has grown more slowly since then. Some stocks, however, have performed very well since then. The pattern? This is the phase of the business cycle unfriendly to commodity sensitive stocks.
George Dagnino, PhD Editor,
The Peter Dag Portfolio.
Since 1977
2009 Market Timer of the Year by Timer Digest
Portfolio manager
More details? Take advantage of a 2-MONTH FREE SUBCRIPTION to The Peter Dag Portfolio - 8 issues. Just send us an email to info@peterdag.com with your name requesting your free subscription. You will receive by email your user id and password to access our service at www.peterdag.com. NEW SUBSCRIBERS PLEASE.
Disclaimer.The content on this site is provided as general information only and should not be taken as investment advice nor is it a recommendation to buy or sell any financial instrument. Actions you undertake as a consequence of any analysis, opinion or advertisement on this site are your sole responsibility.
No comments:
Post a Comment